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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,786 | $282,493-62.6% | $182,540-42.0% | - |
| Participation rate | 96.0% | 61.6%+34.4pp | 78.0%+18.0pp | - |
| Annual return | 21.09% | 11.66%+9.4pp | 148.58%-127.5pp | - |
| Employer contribution / active EE | $4,274 | $3,086+38.5% | $4,076+4.9% | - |
| Participant deferral / active EE | $8,936 | $2,811+217.9% | $5,525+61.7% | - |
| Admin fee / account holder | $1,501 | $13,338-88.7% | $8,593-82.5% | - |